Danny Vaughan

Minneapolis,MN

Summary

Results-oriented analytical professional with 8+ years of finance industry experience under various disciplines. Specializes in complex thinking, process improvement and effective client engagement with a drive to consistently learn and improve.

Overview

years of professional experience

Work History

Senior Valuation's Analyst

S&P Global

11.2022 - Current

Led valuation of a $2M+ portfolio of private debt and equity investments across diversified sectors, delivering recurring valuations (monthly, quarterly, annual) for compliance, audit, and internal decision-making.
Conducted complex cash flow-based and market-based valuations, including Discounted Cash Flow (DCF), Net Asset Value (NAV), Option Pricing Model (OPM), and Probability-Weighted Expected Return Method (PWERM), supporting financial reporting and transaction advisory needs.
Interpreted and modeled intricate capital structures, including waterfall analyses and preferred equity terms, to accurately allocate value across equity classes in alignment with ASC 820 fair value standards.
Developed and maintained strong client relationships through proactive communication, valuation insights, and strategic advisory support, overseeing the full client lifecycle from onboarding through project delivery and collections.

Valuations Associate

Carta, Inc.

08.2021 - 11.2022

Delivered 600+ IRC 409A valuation reports for privately held companies ranging from $50K to $1B in enterprise value, leveraging valuation methodologies including DCF, Guideline Public Company (GPC), Net Asset Value (NAV), and Option Pricing Models (OPM) in accordance with IRS and ASC 820 fair value standards.
Led end-to-end client engagements, managing communication, data requests, and delivery timelines from proposal through issuance of final valuation reports, resulting in high client satisfaction and repeat business.
Played a key role in analyst development and internal knowledge transfer through mentoring, technical training presentations on valuation modeling and methodology, and creation of instructional tools including SOPs, process videos, and standardized report templates.

Credit and Operations Analyst

Vantage Financial

01.2020 - 08.2021

Conducted credit risk analysis and executed end-to-end lease funding operations, including drafting legal documentation, coordinating with capital providers, and managing asset disposition strategies in partnership with ITAD and remarketing vendors to optimize lease return on investment (ROI).
Enhanced operational efficiency by designing and implementing custom reporting tools to track lease portfolio performance and sales commission calculations, enabling improved financial visibility for executive leadership and driving data-informed decision-making.

Credit Analyst

Bridgewater Bank

05.2016 - 01.2020

Prepared and presented underwriting packages for Commercial Real Estate and Commercial & Industrial (C&I) loans ranging from $500K to $20M, synthesizing borrower financials, tax returns, and legal documentation into executive-ready credit memos and delivering weekly presentations to the Loan Committee.
Designed and implemented credit process tools including borrowing base certificates, covenant compliance tracking systems, internal risk rating models, and financial reporting templates to streamline loan monitoring, improve risk oversight, and enhance regulatory reporting accuracy.

Skills

Financial Modeling & Valuation
Corporate Financial Analysis
KPI Development & Performance Monitoring
Client Relationship Management

Advanced Excel & Microsoft Office Suite
Data Analytics & Interpretation
Analytical Problem Solving
Effective Written & Verbal Communication

Education

Bachelor of Arts, Accounting/Finance, Saint John's University, Collegeville, MN,14 - 18

Timeline